VALENCE TECHNOLOGY (VLNC) Message Board

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Technology Stocks : VALENCE TECHNOLOGY (VLNC)

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To: mooter775 who wrote (19991)	6/7/2000 4:24:00 PM
From: Tickertype	of 27311

Some random thoughts: I've been thinking about Lev's comments to the effect that if they don't know what the eventual quantity will be when accepting a PO, they announce it as "small". While I don't recall seeing a PR where this term was actually used, I assume he was referring to the most recent ones for which no dollar figures were given. If someone orders a modest quantity of a 'standard' size (a version being made for other customers) I can see that he would be willing to divert some product off that line to a 'small' customer in order to diversify his customer base, as he wants to do. But I don't think he would be willing to make the necessary equipment changes to produce a small volume of a special size (he indicated as much on a cc a year or more ago), unless he has reason to believe that there will be substantially more follow-on business from that particular customer. What I'm saying is that those 'small' PO's may be the tips of some significant icebergs. - T -

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